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Tempus Wealth Planning’s iShares MBS ETF MBB Stock Holding History

Tempus Wealth Planning’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88M Buy
19,858
+5,792
+41% +$548K 0.37% 77
2026
Q1 		$1.34M Buy
14,066
+3,190
+29% +$305K 0.31% 94
2025
Q4 		$1.04M Buy
10,876
+534
+5% +$50.9K 0.24% 113
2025
Q3 		$984K Sell
10,342
-1,681
-14% -$158K 0.23% 119
2025
Q2 		$1.13M Buy
12,023
+1,031
+9% +$95.5K 0.28% 99
2025
Q1 		$1.03M Sell
10,992
-1,008
-8% -$93.2K 0.31% 98
2024
Q4 		$1.1M Buy
12,000
+316
+3% +$29.4K 0.34% 86
2024
Q3 		$1.12M Buy
11,684
+1,506
+15% +$142K 0.41% 69
2024
Q2 		$934K Buy
10,178
+1,840
+22% +$168K 0.39% 71
2024
Q1 		$771K Buy
8,338
+1,673
+25% +$155K 0.34% 82
2023
Q4 		$627K Buy
6,665
+186
+3% +$16.7K 0.28% 88
2023
Q3 		$575K Buy
6,479
+992
+18% +$90.7K 0.29% 78
2023
Q2 		$512K Buy
5,487
+970
+21% +$91.2K 0.23% 103
2023
Q1 		$428K Sell
4,517
-1,314
-23% -$124K 0.21% 102
2022
Q4 		$541K Sell
5,831
-8,092
-58% -$746K 0.33% 92
2022
Q3 		$1.27M Buy
+13,923
New +$1.35M 0.85% 29

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Tempus Wealth Planning's MBB Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares MBS ETF (MBB) stake by 41% in Q2 2026, buying an estimated $548K and bringing the position to 19,858 shares worth $1.88M. The position accounts for 0.37% of the portfolio, ranked #77.

Tempus Wealth Planning first reported a position in MBB in Q3 2022 and has held it in 16 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Tempus Wealth Planning held 19,858 shares of iShares MBS ETF worth $1.88M as of Q2 2026.
  • Tempus Wealth Planning bought 5,792 iShares MBS ETF shares in Q2 2026, an estimated $548K.
  • iShares MBS ETF made up 0.37% of Tempus Wealth Planning's portfolio in Q2 2026, its #77 holding.
  • Tempus Wealth Planning first reported a position in iShares MBS ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.